DFX Intelligence

J••••• W•••••• V•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

J••••• W•••••• V•••••

Advisor at S••••••••• A••••••• G••••• L••

••• Locked

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Mar 26, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: S••••••••• A••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 26, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••• F•••••••• S••••••• L••	Independent wealth	Jul 13, 2026	n/a	yes	BIRMINGHAM, AL\|Clermont, FL	Current employment
S••••••••• A••••••• G••••• L••	Independent wealth	Sep 28, 2022	n/a	yes	CLERMONT, FL	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W••••• M••••••••• L••	S••••••••• A••••••• G••••• L••	Sep 2, 2022	Sep 28, 2022	26	Firm change	Ibd to RIA
T••••• C•••••• M••••••••• L••	A• W••••• M••••••••• L••	Jan 3, 2021	Feb 18, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
46173:10409:PA:2018-09-07	Sep 7, 2018	Oct 11, 2018	KING OF PRUSSIA, PA	Firm change

Relationships

Registered with (8)

→ O•••••••• F•••••••• S••••••• L••Registered adviserregistration: current employment
Jul 13, 2026 to presentfactForm ADV
→ S••••••••• A••••••• G••••• L••Registered adviserregistration: current employment
Sep 28, 2022 to presentfactForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 18, 2021 to Sep 2, 2022factForm ADV
→ T••••• C•••••• M••••••••• L••

Dated events

Order

Occurred
2 Sep 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 26, 2015
Last observed: Sep 15, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.